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Firms should keep capital to offer sufficient protection against the risks they are facing. In the insurance context methods have been developed to determine the minimum capital level required, but less so in the context of firms with…

Risk Management · Quantitative Finance 2023-02-27 G. A. Delsing , M. R. H. Mandjes , P. J. C. Spreij , E. M. M. Winands

In this article, we present a review of the recent developments on the topic of Multilevel Monte Carlo (MLMC) algorithm, in the paradigm of applications in financial engineering. We specifically focus on the recent studies conducted in two…

Computational Finance · Quantitative Finance 2022-09-30 Devang Sinha , Siddhartha P. Chakrabarty

Portfolio optimisation typically aims to provide an optimal allocation that minimises risk, at a given return target, by diversifying over different investments. However, the potential scope of such risk diversification can be limited if…

Portfolio Management · Quantitative Finance 2017-05-17 Nonthachote Chatsanga , Andrew J. Parkes

Conditional Monte Carlo (CMC) has been widely used for sensitivity estimation with discontinuous integrands as a standard simulation technique. A major limitation of using CMC in this context is that finding conditioning variables to ensure…

Probability · Mathematics 2016-03-22 Guiyun Feng , Guangwu Liu

Model-based reinforcement learning approaches leverage a forward dynamics model to support planning and decision making, which, however, may fail catastrophically if the model is inaccurate. Although there are several existing methods…

Machine Learning · Computer Science 2020-09-30 Hang Lai , Jian Shen , Weinan Zhang , Yong Yu

In this work we are concerned with valuing optionalities associated to invest or to delay investment in a project when the available information provided to the manager comes from simulated data of cash flows under historical (or…

Computational Finance · Quantitative Finance 2015-09-14 Edgardo Brigatti , Felipe Macias , Max O. Souza , Jorge P. Zubelli

An efficient method to price bonds with optional sinking feature is presented. Such instruments equip their issuer with the option (but not the obligation) to redeem parts of the notional prior to maturity, therefore the future cash flows…

Pricing of Securities · Quantitative Finance 2013-05-23 Jan-Frederik Mai , Marc Wittlinger

Finite element model updating is challenging because 1) the problem is oftentimes underdetermined while the measurements are limited and/or incomplete; 2) many combinations of parameters may yield responses that are similar with respect to…

Applications · Statistics 2021-07-28 Kai Zhou , Jiong Tang

In this paper, we propose a neural network-based method for CVA computations of a portfolio of derivatives. In particular, we focus on portfolios consisting of a combination of derivatives, with and without true optionality, \textit{e.g.,}…

Risk Management · Quantitative Finance 2020-10-28 Kristoffer Andersson , Cornelis W. Oosterlee

This paper develops an autonomous framework for systematic factor investing via agentic AI. Rather than relying on sequential manual prompts, our approach operationalizes the model as a self-directed engine that endogenously formulates…

Portfolio Management · Quantitative Finance 2026-04-07 Allen Yikuan Huang , Zheqi Fan

The Constrained Markov Decision Process (CMDP) formulation allows to solve safety-critical decision making tasks that are subject to constraints. While CMDPs have been extensively studied in the Reinforcement Learning literature, little…

Machine Learning · Computer Science 2024-10-29 Dinesh Parthasarathy , Georgios Kontes , Axel Plinge , Christopher Mutschler

This survey is an introduction to asymptotic methods for portfolio-choice problems with small transaction costs. We outline how to derive the corresponding dynamic programming equations and simplify them in the small-cost limit. This allows…

Portfolio Management · Quantitative Finance 2017-05-25 Johannes Muhle-Karbe , Max Reppen , H. Mete Soner

Modeling and forecasting covariance matrices of asset returns play a crucial role in finance. The availability of high frequency intraday data enables the modeling of the realized covariance matrix directly. However, most models in the…

Applications · Statistics 2015-04-15 Keren Shen , Jianfeng Yao , Wai Keung Li

We present a class of flexible and tractable static factor models for the term structure of joint default probabilities, the factor copula models. These high-dimensional models remain parsimonious with pair-copula constructions, and nest…

Mathematical Finance · Quantitative Finance 2018-01-19 Damien Ackerer , Thibault Vatter

In the first quarter of 2006 Chicago Board Options Exchange (CBOE) introduced, as one of the listed products, options on its implied volatility index (VIX). This created the challenge of developing a pricing framework that can…

Pricing of Securities · Quantitative Finance 2009-05-14 Claudio Albanese , Harry Lo , Aleksandar Mijatović

In this paper we present a new method to compute the first-order approximation of the price of derivatives on futures in the context of multiscale stochastic volatility of Fouque \textit{et al.} (2011, CUP). It provides an alternative…

Computational Finance · Quantitative Finance 2018-06-19 Jean-Pierre Fouque , Yuri F. Saporito , Jorge P. Zubelli

When fine-tuning pre-trained Large Language Models (LLMs) to align with human values and intentions, maximizing the estimated reward can lead to superior performance, but it also introduces potential risks due to deviations from the…

Machine Learning · Computer Science 2025-05-30 Lijun Zhang , Lin Li , Yajie Qi , Huizhong Song , Yaodong Yang , Jun Wang , Wei Wei

Due to their substantial sizes, large language models (LLMs) are typically deployed within a single-backbone multi-tenant framework. In this setup, a single instance of an LLM backbone must cater to multiple users or tasks through the…

Computation and Language · Computer Science 2024-09-27 Tianfang Xie , Tianjing Li , Wei Zhu , Wei Han , Yi Zhao

We consider the problem of estimating the probability of a large loss from a financial portfolio, where the future loss is expressed as a conditional expectation. Since the conditional expectation is intractable in most cases, one may…

Numerical Analysis · Mathematics 2020-11-25 Zhenghang Xu , Zhijian He , Xiaoqun Wang

In multivariate nonparametric regression the additive models are very useful when a suitable parametric model is difficult to find. The backfitting algorithm is a powerful tool to estimate the additive components. However, due to complexity…

Methodology · Statistics 2019-06-18 Abhijit Mandal